HUA HONG SEMI (01347) News

Could it exacerbate the global chip shortage? On March 18, Samsung's labor union initiated a strike vote.

The labor union representing approximately 89,000 employees at Samsung is negotiating with management over demands including a 7% salary increase and the removal of caps on performance bonuses. If the vote this week passes, the strike will last for 18 days from May 21 to June 7, marking the second major work stoppage in Samsung’s history. As one of the world’s largest memory chip manufacturers, a production halt by Samsung could further exacerbate the already tight global chip supply situation.

wallstreetcnMar 9 13:26

Zhitong HK Stock Connect Capital Flow Statistics (T+2) | March 9

Zhitong HKEX Stock Connect Fund Flows | March 9

Zhitong FinanceMar 9 07:31

OpenAI and Oracle have abandoned plans to expand their data center in Texas; reports suggest Meta may take over, with NVIDIA involved.

Media reports indicate that due to financing issues and constantly changing demand forecasts from OpenAI, Oracle and OpenAI have abandoned plans to expand an AI data center in Abilene, Texas. Developer Crusoe is seeking new tenants, while Meta is considering leasing the expansion site. NVIDIA has paid a $150 million deposit and is assisting in advancing relevant negotiations to ensure the expanded data center continues to utilize its AI chips.

wallstreetcnMar 7 06:46

Express News | Oracle and OpenAI have terminated the plan to expand their flagship data center, with Meta considering taking over, and NVIDIA acting as the intermediary.

BreakingsMar 7 04:17

Express News | Zheng Shanjie: The output value related to the six major emerging pillar industries—integrated circuits, aerospace, biomedicine, and others—is expected to exceed 10 trillion yuan by 2030.

BreakingsMar 6 16:46

The Hang Seng Index closed up 435 points. JD.com surged 10%, while JD Logistics skyrocketed 23%.

The Hong Kong stock market performed well, driven by technology stocks. The Hang Seng Index opened 37 points higher and extended its gains, rising by 485 points at one point to reach an intraday high of 25,806 points. It closed up 435 points, or 1.7%, at 25,757 points. The China Enterprises Index rose 176 points, or 2.1%, to close at 8,628 points, while the Hang Seng Tech Index gained 151 points, or 3.2%, closing at 4,947 points. Total turnover for the day amounted to HKD 292.766 billion. Following their earnings announcements, JD.com (09618.HK) surged 10% to close at HKD 106.60, while JD Logistics (02618.HK) soared 23% to close at HKD 12.63, becoming the top performer on the blue-chip board.

AASTOCKSMar 6 16:31

Express News | According to the Director of the National Development and Reform Commission, by the end of the 15th Five-Year Plan, the scale of industries related to artificial intelligence will grow to over 10 trillion yuan.

BreakingsMar 6 15:13

Hong Kong stocks rebound! The Hang Seng Tech Index surged over 3.5%, with signs of improvement in dollar liquidity. What’s next for the market?

There appear to be some positive signs regarding liquidity!

Securities Times ChinaMar 6 13:59

Express News | OpenAI has released the GPT-5.4 and GPT-5.4 Pro models, supporting a context window of up to 1 million tokens.

BreakingsMar 6 02:10

Express News | The United States plans to extend AI chip export controls globally, with companies such as NVIDIA and AMD required to obtain licenses for exports.

BreakingsMar 6 01:36

The Hang Seng Tech Index has lost 600 billion US dollars in market value, with a cumulative decline of over 28% from its peak in October last year. What is the market worried about?

The Hang Seng Tech Index has plummeted 28% from its peak in October last year, with a market value loss of nearly USD 600 billion. Although valuations have fallen below historical averages, the core concern of 'burning cash for market share with questionable returns' remains unresolved. During the Spring Festival, major giants spent USD 11 billion to attract users, and the upcoming earnings reports will be the next critical test.

wallstreetcnMar 5 14:02

Hong Kong stock robot concept shares generally rose, with institutions optimistic about the industry reaching a key turning point.

Hong Kong stock robot-related concept stocks generally rose. As of the time of writing, Nobitalk increased by over 8%, Dobot by more than 7%, Wolwo Nuclear Materials and MicroPort MedBot-B by more than 5%, and Woan Robotics and Yunji by nearly 5%.

Zhitong FinanceMar 5 11:42

Stock Movement in Hong Kong | Optical Communication Concept Stocks Rally Collectively as NVIDIA Invests $4 Billion Strategically in Two Leading Optical Communication Companies

Optical communication-related stocks collectively rebounded. As of press time, Cambridge Technology (06166) rose 8.63% to HKD 77.4; Hon Hai Precision (06088) increased by 5.49% to HKD 5.96; Huiju Technology (01729) climbed 5.31% to HKD 17.45; and Huahong Semiconductor (01347) gained 2.2% to HKD 88.15.

Zhitong FinanceMar 5 11:24

Express News | Optical communication concept stocks in the Hong Kong stock market generally rose, with Cambridge Technology up more than 8%, FIT HON TENG up over 6%, Huiju Technology rising nearly 5%, and Changfei Fiber Optic Cable and Huahong Semiconductor both gaining

BreakingsMar 5 10:09

Hong Kong Stocks Open | Hang Seng Index Up 1.32% at Opening, Tech Stocks Strengthen, Huahong Semiconductor (01347) Rises Nearly 4%

On March 5, the Hang Seng Index opened 1.32% higher, and the Hang Seng Tech Index rose by 1.61%.

Zhitong FinanceMar 5 09:32

Aggressive investments in AI chips and HBM! Asian semiconductor giants' spending this year is expected to reach $136 billion, a 25% increase year-on-year.

Driven by demand for AI chips and HBM memory, capital expenditures by major Asian semiconductor manufacturers are expected to exceed USD 136 billion by 2026. Taiwan Semiconductor (with an anticipated year-on-year growth of 27%-37%), Samsung (+3.7%), and SK Hynix (+24%) lead in expenditure scale. Taiwan Semiconductor is primarily investing in advanced process technologies, while Samsung and Hynix are heavily betting on HBM. The equipment and advanced packaging supply chains are experiencing a surge in orders.

wallstreetcnMar 4 19:02

Express News | The spokesperson for the conference stated that 2025 will be a pivotal year for the domestic humanoid robotics industry to achieve dual breakthroughs in technological advancement and application scenarios.

BreakingsMar 4 12:40

Xia Junjie, a fund manager overseeing tens of billions: Chinese equities are the cheapest mainstream asset, and the breeding ground for an AI bubble may not exist.

Chinese assets, with their valuation advantages and the resource barriers of leading enterprises, are becoming a relatively safe haven in an uncertain environment, and their long-term allocation value is becoming increasingly clear.

wallstreetcnMar 4 06:16

Hua Chuang Securities: Surge in Token Inference Drives Massive Demand for Domestic Computing Power

The normalization of inference workloads signifies a shift in computing power demand from 'periodic training investment' to 'continuous inference consumption,' reflecting a systematic upward trend in the value proposition of the computing chip industry.

Zhitong FinanceMar 3 16:06

Dongwu Securities has listed the top ten net buy and net sell names of southbound funds in Hong Kong stocks last week (table).

Soochow Securities published a report stating that southbound capital inflows into Hong Kong stocks slowed last week (February 23 to 27). The net inflow via Stock Connect amounted to RMB 6.7 billion, with the sectors seeing net inflows being Information Technology, Non-Essential Consumption, and Real Estate & Construction. Sectors with net outflows included Telecommunications and Utilities. Stocks with notable net purchases were Meituan (03690.HK), Xiaomi Group (01810.HK), and Tencent (00700.HK). Last week, ETFs (Stock Connect + QDII) directed from Mainland China to the Hong Kong market saw an acceleration in net inflows, with the total scale expanding to RMB 444.26 billion, an increase of RMB 13.64 billion. Among them, Stock Connect...

AASTOCKSMar 3 14:49